Integrating SailPoint with Microsoft Dynamics 365 Customer Relationship Management

Revised Date: 19 June 2023

Microsoft Dynamics CRM (Customer Relationship Management) is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors.

CRM Online is a cloud-based offering of Microsoft Dynamics CRM where all the backend processes (such as application servers, setups, deployments, databases, licensing, and so on) are managed on Microsoft servers. It is a subscription-based offering which is preferred for organizations who may not want to manage all the technicalities involved in a CRM implementation.

Connecting SailPoint to your Dynamics 365 CRM allows you to manage identity and access management use cases related to read and provision various Dynamics 365 CRM Native IAM Objects as follows:

• Users: Licensed Users in Dynamics 365 CRM are synchronized from Azure Active Directory. Other types of users such as Application Users and Stub Users can be created in CRM itself.

• Teams: Teams provide an easy way to share business objects and let you collaborate with other people across business units. While a team belongs to one business unit, it can include users from other business units. A user can be associated with more than one team.

• Security Roles: Security roles define access level on different records. These roles can be assigned to users or teams.

Note
To view the latest features, enhancements, or fixes, refer to the SaaS Release Notes page.